QBF vs LJUL overlap
5 institutions report holding both QBF and LJUL.
QBFLJUL
Pick 2 to 4 ETFs.
We don’t have holdings for QBF, LJUL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
5
institutions report holding both, of 22 holding any
QBF29.6% of its 13F dollars, 38.5% of its 13 holders
LJUL17.4% of its 13F dollars, 35.7% of its 14 holders
Largest institutions holding both
| Firm | QBF | LJUL |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $579K |
| Old Mission Capital LLC | $627K | $599K |
| Harbour Investments, Inc. | $55K | $10K |
| UBS Group AG | $338 | $19K |
| IFP Advisors, Inc | $5K | $13K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: QBF institutional holders, LJUL institutional holders.
Frequently asked questions
Do institutions hold both QBF and LJUL?
5 Form 13F filers report positions in both, out of 22 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.